How to Add HOA Information to Proposals

Follow the steps below to add a customer's HOA information to a proposal.

Step 1: From the main menu, go to the “Customers” tab.

Step 2: Locate the “Actions” section and click “Proposals”.

Step 3: Click “View Detail” on the proposal card.

Step 4: Click the “Customer Info” tab on the left.

Step 5: Go to the “HOA Information” tab and click the “Edit” icon.

Step 6: Update the HOA information and click “Save”.